How to add a New Visit Schedule

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Learn all about how to get started with freshOps by entering your first new visit schedule.

 


 

When entering a New Visit Schedule in freshOps, we can actually enter in multiple visit schedules at once. You should have already created a New Client and Site and now we move onto create the Visit Schedule for this site. Now note hear, this is not employees shifts. This is the creation of your service obligation to the client. They don’t care who does the work, they just want in this case a Daily Cleaning Service, a Weekly Leaf Blow and a Monthly Ext Window Clean.

 

 

 

Start by selecting the Start Date. This can be today, or it could be in the future, if you are setting up a Contract or Client you have just one, you may not be commencing until the start of next month for example, but in this case we’ll select today.

Then we choose an End Date, this could be the Contract End Date or simply 12, 24, or 36 months into the future, just choose some future date, we suggest 12mths.

We then need to enter the Start Time for each Visit. So enter in the perfect world start time and then and end time which reflects what time the team should finish. We then proceed with creating a Visit Name or Nickname. We reference this name on an y Alerts and Notifications so it’s good practice to include the Site Name and the Visit Description. As in this case above, JVC Daily Clean.

Now we need to schedule the visits based on how often we deliver the cleaning service, or any other service we provide. Once we’ve done that we hit the Add Visit Button. You’ll notice now, that the Visit Schedule appears on the right hand-side column. It’s not created just yet. We add it here, so that you can create the other Visit Schedules that you may deliver onsite. As mentioned above, in this case we’ve got a Daily Cleaning Service, a Weekly Leaf Blow and a Monthly Ext Window Clean.

Now that you have added all the Visits Schedules.

You then have 3 options:

Firstly selecting Discard​, does just that………. It discards all the details you have entered and returns you back to the Dashboard.

Secondly selecting Create​ with the “Take Me To Create Tasks”​ option marked will create your Visit Schedule/s and takes you to the next step in your setup and create your Task Schedule​ for the site.

Or option three, Unmark​ the Take Me to Create Tasks​ option and just create the site and return to the dashboard.

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